"Coaching is unlocking a person's potential to maximize their own performance. It is helping them to learn rather than teaching them."
—John Whitmore, Pioneer of Executive Coaching
Law school gave lawyers the tools to be great technicians of the law and the ability to practice law. However, if you have your own law practice, you are now far more than just a lawyer. You are a business owner.
This is where The Ultimate Estate Planner is helping bridge the gap for so many estate planning attorney business owners—teaching you everything you never learned in law school.
While we have our 2-day Ultimate Level event, which is like an "MBA crash course" and various self-learning tools available for purchase, sometimes that is not enough. As a busy attorney business owner, you need to be held accountable. You need customized solutions. You need specific guidance for your practice needs. We are pleased to offer personalized training, consulting, and coaching services with expert guidance, where the benefit is clear:
You will see better results.
Whether you're struggling with a specific challenge or seeking long-term accountability and growth, our coaching is tailored to meet you where you are—and take you where you want to go.
Unlock Your Law Practice’s Full Potential
with Expert Coaching
Get personalized guidance and accountability from experts of one of Southern California’s
largest estate planning law firms
Our coaching programs are designed for estate planning attorneys at every stage of practice.z
New to the field? Get foundational systems in place from day one.
Solo or small firm owner? Optimize operations, marketing, staffing, and time management.
Established but stuck? Reignite your growth with strategic accountability and next-level systems.
Areas Where We Can Help You:
Operational Efficiency and Workflows
Developing Budgets and Revenue Goals
Firm Infrastructure and Building Your Team
Time Management (including Calendar and Email Management)
Improved Customer Service Practices
Effective and Successful Seminar Marketing
Generating More Revenue from Existing Clients
Digital and Internet Marketing Strategies
Resolving Internal Office Conflicts and Challenges
Identifying KPIs and Setting Up Internal Metrics
Accountability and Action Plans to Keep You on Track
Developing Your Exit Strategy (to retire and sell or transition your practice someday)
Ready to Transform Your Practice?
Gain clarity, confidence, and control over your law firm’s growth. Sign up for a free 30-minute Strategy Session to better understand your needs and discuss the right coaching option for your specific needs—no pressure, no commitment
Spots are limited each month and fill up quickly. Let’s uncover what’s possible for you—and map out a plan to get there.